Beat the Tax Season Rush.
File early. Get prepared early. And if eligible, apply for a tax refund advance of up to $7,000.
Join the KEY Financial Early Bird List for preparation reminders and updates about when we’re ready to begin your tax preparation process.
Tax refund advances are subject to eligibility, approval, applicable terms, and availability. Joining the Early Bird List does not guarantee approval or an advance amount.
Ahead of the Rush
“You Hold the KEY to Your Financial Future.”
Don’t Wait Until Tax Season Gets Busy.
FILE EARLY
Get organized ahead of the rush so you’re ready when it’s time to begin.
GET PREPARED
Know what information and documents to have ready before official intake opens.
ADVANCE OPTIONS
Eligible clients may apply for a tax refund advance of up to $7,000, subject to approval, applicable terms, and availability.
Get On the List Now. File When It’s Time.
Joining the list registers your priority status. Registration does not submit an advance application or start tax preparation.
JOIN THE LIST
Complete the short registration form to receive Early Bird updates.
GET READY
Watch your email for preparation reminders and next steps.
START YOUR RETURN
When KEY is ready, receive the link to complete your secure client intake.
EXPLORE ADVANCE OPTIONS
If interested, apply for available refund advance options during the filing process, subject to eligibility and approval.
The Early Bird List Is For You If…
You plan to file with KEY Financial.
You want to prepare before tax season gets busy.
You want updates about when KEY begins accepting intake submissions.
You want reminders about documents to gather.
You’re interested in learning about refund advances of up to $7,000, if eligible.
Join the Early Bird List
Get notified when it’s time to start your return.
This registration joins the Early Bird List. It is not a tax refund advance application and does not guarantee approval. Tax refund advances are subject to eligibility, approval, applicable terms, and availability.
Be Ready Before the Rush.
Join the KEY Financial Early Bird List for preparation reminders, intake updates, and information about available refund advance options.